Retainer management software for ongoing client work
Manage recurring client retainers from sales to delivery and finance in one platform. Stay productive and profitable with real-time insights into time and budget burndown.
Agree on retainer terms
Secure a predictable revenue stream and workload with retainer agreements. Centralize all relevant information by using Scoro’s quotes to record retainer terms.
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Automate retainer management
Set up retainer projects with a few clicks. All retainer periods and budgets are automatically created so you can easily track the actual results against each period’s target.
Focus on the now
Managing ongoing client work becomes a breeze. Prioritize what matters most by viewing only the activities, sales, and financial documents relevant to the current period.
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Stay within budget
Set retainer time and monetary budget and track burndown by period. Got a flexible contract? Roll over unused hours or borrow time from future periods.
Automate invoicing
Save time by automating the entire billing process. Automatically generate and issue invoices for each period. Set up late payment reminders to maintain a healthy cash flow.
Control costs
Track internal delivery costs to know the true profitability of each period. Include project-related bills and expenses to ensure they are accounted for in the budget.
Avoid overservicing
Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.
Connect your favorite apps and tools
Have some other vital tools you wish to sync with Scoro? Integrate what you need and harness the power of consolidated data in Scoro.
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The proof is in the results
Scoro has provided consistant granual visibility over our project budget so we know exactly where a project might be at risk of over servicing.
Harv Nagra, Group Director of Operations SAENTYSScoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.
Anna-Kaisa Reed, Art Director Aava & BangWe can now be highly accurate on project profitability because of Scoro.
Colleen Kelley, President of Management Consulting Stratford GroupWith the ability to manage dynamic timelines and deliverables at the client level, Scoro has been instrumental in our project management process.
Amber Hosek, Client Success Manager Boulder Insight